$707 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 15 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 47.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPX | Sell | TEMPUR SEALY INTL INC | $135,011,822 | +23.2% | 4,568,928 | -10.9% | 19.09% | +10.7% |
| New | WALDENCAST PLC | $90,408,968 | – | 14,658,333 | +100.0% | 12.78% | – | |
| NTCO | NATURA &CO HOLDINGads | $88,002,303 | -0.5% | 16,974,353 | 0.0% | 12.44% | -10.6% | |
| APPF | Sell | APPFOLIO INC | $85,715,748 | +11.7% | 748,609 | -11.6% | 12.12% | +0.3% |
| VALE | Buy | VALE SAsponsored ads | $83,054,223 | +9.8% | 6,235,302 | +20.6% | 11.74% | -1.4% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $76,273,921 | +3.9% | 1,632,239 | +20.0% | 10.78% | -6.6% |
| MELI | Sell | MERCADOLIBRE INC | $35,033,305 | -32.2% | 42,322 | -47.8% | 4.95% | -39.1% |
| XP | Sell | XP INCcl a | $31,235,559 | -9.6% | 1,643,112 | -14.6% | 4.42% | -18.7% |
| AMZN | Sell | AMAZON COM INC | $27,053,657 | -35.8% | 300,663 | -24.2% | 3.82% | -42.3% |
| OKTA | Buy | OKTA INCcl a | $25,040,449 | -35.9% | 524,957 | +21.6% | 3.54% | -42.4% |
| VTEX | $11,896,976 | +20.1% | 3,215,399 | 0.0% | 1.68% | +8.0% | ||
| Sell | NU HOLDINGS LTD | $7,486,019 | -48.2% | 1,701,368 | -56.0% | 1.06% | -53.5% | |
| New | STEVANATO GROUP SPA | $4,938,923 | – | 341,794 | +100.0% | 0.70% | – | |
| GGB | GERDAU SAspon adr rep pfd | $3,665,557 | +5.4% | 810,964 | 0.0% | 0.52% | -5.3% | |
| New | WALDENCAST PLC*w exp 07/27/202 | $2,549,166 | – | 6,247,776 | +100.0% | 0.36% | – | |
| LEAP | Exit | RIBBIT LEAP LTD | $0 | – | -10 | -100.0% | 0.00% | – |
| LEAPWS | Exit | RIBBIT LEAP LTD*w exp 09/09/202 | $0 | – | -86,778 | -100.0% | -0.00% | – |
| RYAAY | Exit | RYANAIR HOLDINGS PLCsponsored ads | $0 | – | -2,919 | -100.0% | -0.03% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -43,070 | -100.0% | -1.27% | – |
| WALDU | Exit | WALDENCAST ACQUISITION CORPunit 03/11/2026 | $0 | – | -810,000 | -100.0% | -1.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-06-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TEMPUR SEALY INTL INC | 37 | Q3 2023 | 28.4% |
| ANHEUSER-BUSCH INBEV SA/NV | 37 | Q4 2022 | 24.7% |
| COSAN LTD | 31 | Q4 2020 | 11.8% |
| MERCADOLIBRE INC | 28 | Q3 2023 | 34.7% |
| COTY INC | 23 | Q4 2018 | 36.2% |
| VALE SA | 19 | Q3 2023 | 16.7% |
| GERDAU SA | 19 | Q3 2022 | 4.7% |
| NATURA &CO HOLDING S A | 15 | Q3 2023 | 20.8% |
| KRAFT HEINZ CO | 15 | Q1 2019 | 20.3% |
| SPECTRUM BRANDS HLDGS INC424456 | 15 | Q3 2018 | 12.8% |
View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Cosan Ltd. | February 16, 2021 | 8,771,001 | 6.9% |
| AVON PRODUCTS INC | February 14, 2020 | 31,878,494 | 7.2% |
| Garrett Motion Inc. | February 14, 2020 | 3,773,845 | 5.0% |
| TEMPUR SEALY INTERNATIONAL, INC. | February 14, 2019 | 2,723,121 | 5.0% |
View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13D/A | 2023-12-01 |
| 13F-HR/A | 2023-11-17 |
| 13F-HR | 2023-11-14 |
| SC 13D/A | 2023-09-21 |
| 13F-HR/A | 2023-09-01 |
| 13F-HR/A | 2023-09-01 |
| 13F-HR | 2023-08-14 |
| 13F-HR/A | 2023-06-14 |
View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.